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Mobile Apps Sales operating system for builders Mobile Apps

Launch a cleaner builder sales process from first appointment to contract-ready handoff

Give reps a guided tablet-first workspace to present models, capture buyer needs, document site details, route approvals, and feed estimating, financing, document, portal, and contract workflows without rebuilding the file later.

Tablet-first sales workflowModular home dealer focusImplementation playbook includedOnboarding templates for fast rolloutRole-based approvals and ownershipCRM, estimating, financing, and contract syncproduct fit Faster launchwith playbooks and onboarding templatesRole-basedvisibility across reps, managers, and office teams1 connected flowfrom appointment to contract change approval
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Builder Sales Companion product artwork
Product details

What it does

Builder Sales Companion gives modular home and builder sales teams a complete tablet-first workflow to present models, guide discovery, capture site details, collect photos, qualify buyers, assemble quote-ready packets, track revisions and approvals, manage role-based handoffs, and move every opportunity from first conversation to contract prep and signed change updates with less back-and-forth. Built as a responsive web app with implementation templates, onboarding playbooks, and connected back-office workflow support, it helps teams launch faster and operate with more consistency across reps, locations, and dealer networks.

CategoryMobile Apps
Pricing modelUpfront branded implementation and onboarding, plus company or location platform fees, rep seats, admin seats, and optional render, takeoff, integration, workflow configuration, and training add-ons.
Best forModular home companies, home builders, dealers, sales centers, showrooms, field consultants, and design teams that need a structured sales-to-estimating-to-contract workflow with faster rollout and stronger team accountability.
Feature set

Key product features

Tablet-first model catalog with floor plans, specs, render packs, options, and branded presentations

Guided qualification flows for land ownership, financing status, delivery region, site readiness, timeline, permits, and budget

Quote-ready packet builder with selected model, options, preferences, photos, site notes, approvals, and next-step tasks

Tracked quote-to-contract lifecycle with estimator revisions, approval history, required documents, contract-prep status, and signed change tracking

Role-based permissions with rep ownership, manager review, private notes, assignment routing, and approval controls

Implementation playbook with launch checklist, workflow mapping, admin setup steps, training milestones, and rollout guidance

Onboarding template library for modular home companies with starter forms, task lists, dashboards, messaging templates, and workflow presets

Responsive tablet-first web app with offline-light appointment mode, photo capture, and cloud sync

Admin dashboard for rep activity, packet review, branded catalogs, workflow consistency, and multi-location visibility

CRM, customer portal, document storage, estimating, financing prequalification, and contract workflow sync for end-to-end team visibility

ROI and savings calculator support with time-saved examples, avoided rework scenarios, and cleaner handoff reporting

Add exportable handoff and reporting workflow

Rules-based options and quote completeness engine

Add packet completeness scoring

Focus on the buyer with the strongest recurring pain

Use cases

Where it helps

Run guided showroom appointments on a tablet

Qualify modular home buyers with consistent discovery scripts

Launch a new sales team with prebuilt onboarding templates and rollout checklists

Build complete estimator packets from the first sales conversation

Capture site notes and photos during field visits

Control approvals, assignment ownership, and manager visibility across teams

Track revisions, approvals, and documents from quote request to contract prep

Manage change selections, updated terms, and signed updates after the initial quote

Sync sales capture directly into CRM, estimating, financing, document, portal, and contract workflows

Show expected time savings and reduced rework during vendor evaluation

Rollout made practical

Implementation tools that help teams go live with less friction

Builder Sales Companion is designed for real deployment, not just product demos. Standardize your process with a launch-ready framework that helps sales leaders, admins, and office teams configure the platform around how they already work.

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Builder Sales Companion interface preview

Implementation playbook Follow a structured rollout path with setup steps, catalog loading guidance, workflow mapping, launch checkpoints, and success milestones for each location or team.

Template library for modular builders Start with ready-made forms, qualification scripts, packet layouts, task lists, dashboards, and messaging templates built for modular home sales workflows.

Admin configuration support Set up rep assignments, approval rules, packet requirements, branded catalogs, and workflow stages so the platform mirrors your real operating process.

Training and adoption visibility Track which reps are using guided flows, completing packets, and moving opportunities forward so leaders can reinforce consistency early.

Built for team execution

Ownership, permissions, and approvals that match builder workflows

Sales, estimating, admin, financing, and operations teams all touch the same opportunity. Builder Sales Companion makes responsibilities visible so work moves forward without hidden notes, missed steps, or unclear ownership.

Role-based access Give reps, managers, estimators, and admins the right level of visibility with permissions tailored to each role and workflow stage.

Assignment ownership Assign opportunities, packet reviews, missing documents, and follow-up tasks to the right person so accountability stays clear from first appointment onward.

Approval checkpoints Add manager signoff, estimator review, pricing confirmation, and document-readiness checkpoints before the opportunity advances.

Private and shared notes Keep internal team notes separate from customer-facing details while preserving a clear record of changes, decisions, and open items.

Connected builder operations

A front-end sales layer that feeds the systems your team depends on

Builder Sales Companion is positioned as the structured capture layer that connects the sales conversation to the rest of the builder workflow. Reps enter information once, and downstream teams receive cleaner, more complete handoffs.

CRM and portal sync Keep buyer records, opportunity status, tasks, and customer follow-up aligned across your CRM and customer portal experience.

Estimating and document workflows Send selected models, options, photos, site notes, and supporting files into estimating and document storage processes without manual re-entry.

Financing prequalification capture Collect readiness details, funding status, and required information early so financing follow-up happens with better context.

Contract and change workflow support Carry revisions, approvals, updated terms, required documents, and signed-off changes forward into contract-prep and post-quote workflows.

Clear business impact

Show buyers the payoff before rollout starts

Builder Sales Companion helps teams quantify why a structured workflow matters. Built-in ROI framing makes it easier to compare the time, rework, and missed-detail costs of disconnected sales processes.

Savings calculator support Model expected gains from faster packet completion, reduced follow-up chasing, fewer missing details, and cleaner office handoffs.

Avoided-error examples Highlight how standardized forms, guided scripts, and approval checkpoints reduce quoting mistakes and document gaps.

Time-saved proof points Show how reps and office teams can spend less time rebuilding notes, chasing photos, and clarifying selections after appointments.

Pricing

Commercial packaging

Editable pricing cards exported directly in the product catalog JSON.

Launch

Customsetup + location fee

For a single sales team or showroom launching a branded workflow with guided discovery, packet creation, and implementation support.

  • Upfront branded implementation and onboarding
  • Per-location platform access
  • Catalog loading and workflow setup
  • Implementation playbook and launch checklist
  • Modular home onboarding template library
  • Manager dashboard and rollout support
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Recommended

Growth

Customsetup + location fee + seats

For growing builder and dealer teams that need rep seats, admin controls, approvals, and connected back-office workflows.

  • Everything in Launch
  • Rep seats and admin seats
  • Role-based permissions and assignment ownership
  • Approval routing and private team notes
  • CRM, portal, and estimating workflow sync
  • ROI calculator setup and savings review
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Enterprise

Custommulti-location + seats

For multi-location builders and dealer networks that need standardized rollout, deeper workflow configuration, and contract-connected operations.

  • Everything in Growth
  • Multi-location deployment planning
  • Financing, document storage, and contract workflow integrations
  • Advanced quote-to-contract and signed change tracking
  • Optional render, takeoff, and training add-ons
  • Implementation planning, adoption reviews, and expansion support
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FAQ

Buyer questions

How does Builder Sales Companion help with implementation?

Each rollout can include an implementation playbook with setup steps, launch checklists, workflow mapping, admin configuration guidance, and training milestones so teams can go live with a clearer plan.

Do you provide templates for modular home sales teams?

Yes. Builder Sales Companion can be configured with onboarding templates such as qualification forms, task lists, packet structures, dashboard views, and workflow presets tailored to modular home sales processes.

Can different team members have different access levels?

Yes. The platform supports role-based access so reps, managers, estimators, admins, and other stakeholders can each have the visibility and controls that fit their responsibilities.

How are approvals and ownership handled?

Opportunities, packet reviews, follow-up tasks, and required documents can be assigned to specific team members, with approval checkpoints and visibility that help keep work moving.

Can it connect to the systems builders already use?

Yes. Builder Sales Companion is designed to support connected workflows with CRM platforms, customer portals, estimating processes, financing prequalification, document storage, and contract-related handoffs.

Is there a way to show expected savings or efficiency gains?

Yes. Teams can use ROI and savings framing to estimate time saved, fewer missing details, reduced rework, and faster handoffs from sales into office workflows.

Is this a native mobile app?

The platform is delivered as a responsive, tablet-first web application designed for modern tablets and phones, with photo capture and offline-light appointment mode for showroom and field use.

Next step

See how Builder Sales Companion fits your rollout plan

Talk through your sales workflow, locations, handoff steps, and back-office systems to map a tablet-first process your team can launch with confidence.

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